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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,967 | $166,242-23.0% | $165,071-22.5% | $145,884-12.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.98% | 100.44%-92.5pp | 70.17%-62.2pp | 551.85%-543.9pp |
| Employer contribution / active EE | $11,220 | $5,283+112.4% | $4,347+158.1% | $4,662+140.7% |
| Participant deferral / active EE | $30,498 | $6,964+337.9% | $6,035+405.3% | $6,690+355.9% |
| Admin fee / account holder | $573 | $16,658-96.6% | $12,695-95.5% | $13,392-95.7% |